The great wealth transfer is underway, and legacy planning has never been more important. In this episode, the Linsky family discusses how trillions are moving between generations, the new rules for inherited IRAs under the Secure Act 2.0, and how to avoid costly penalties. Learn how creative strategies—like using inherited RMDs to fund Roth conversions—can help you make the most of your legacy. Discover why open family conversations and personalized planning are key to turning an inheritance into lasting financial security.
To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com
As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, and everything retirement planning related. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.
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